+2,545.5%
VRT vs APO
+402.5%
+2,143.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.6% | -9.0% | -9.3% |
| 7D | +2.4% | -1.0% | +3.4% | +3.0% |
| 30D | -2.7% | -0.4% | -2.3% | -2.8% |
| 3M | -9.2% | -0.9% | -8.3% | -8.8% |
| 6M | -0.5% | +22.1% | -22.7% | -12.3% |
| YTD | +62.3% | -8.4% | +70.7% | +66.2% |
| 1Y | +109.6% | -0.9% | +110.5% | +102.3% |
| 3Y | +573.1% | +56.1% | +516.9% | +428.2% |
| 5Y | +953.6% | +136.0% | +817.6% | +575.3% |
| All | +2,545.5% | +402.5% | +2,143.0% | +1,196.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling